Semi Equipment Analysis Message Board

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Technology Stocks : Semi Equipment Analysis

SOXX 297.50

-2.6%

Nov 6 4:00 PM EST

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To: Jacob Snyder who wrote (52521)	6/23/2011 4:58:54 PM
From: Ian@SI	Read Replies (1) of 95383

interesting list and some of them are definitely much higher beta than others. From memory rather than quant analysis, AIXG and KLIC strike me as 2 of the highest beta on your list and CYMI, LRCX and KLAC at the lower beta end of the list. Have you established any price targets for buying in during the next downturn? i.e. Would you expect to pick up AIXG with a $3 handle and KLIC for less than a buck? Or have the fundamentals changed sufficiently that these companies are unlikely to revisit those prices should the next downturn be a normal cyclical one rather than a result of a global economic catastrophe. e.g. - EU fails miserably; and, Japan suffers another series of massive earthquakes; and, Terrorists strike a major blow against a major financial center. Ian

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